Position in WEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,523
+$570 QoQ
Shares Held
425
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 400 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JPL Wealth Management, LLC holds $245,308 across 13 Restaurants names. WEN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
547 | $147,858 | |
| 2 | SBUX |
Starbucks Corp
|
381 | $38,933 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
902 | $30,668 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
126 | $9,136 | |
| 5 | YUM |
Yum Brands Inc
|
27 | $4,315 | |
| 6 | DRI |
Darden Restaurants Inc
|
20 | $4,120 | |
| 7 | WEN |
Wendy's Co
This page
|
425 | $3,523 | |
| 8 | CAVA |
Cava Group, Inc.
|
28 | $2,197 |
All Filings in WEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,523 | 425 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,953 | 425 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $3,893 | 425 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||